Part-Time Financial Advisor; CFP

Join to apply for the Part-Time Financial Advisor (CFP) role at Finku

Join to apply for the Part-Time Financial Advisor (CFP) role at Finku

• Lead 1-on-1 financial consultations to help users with budgeting, saving, investing, or debt management
• Be a speaker or panelist in Finku-hosted webinars and financial education sessions (online or offline)
• Create post-session reports that summarize user goals, insights, and actionable advice
• Be a trusted partner in helping users build healthier financial habits
• Hold an active and valid CFP
• Have experience in financial planning or coaching
• Love educating others and feel confident speaking in webinars or workshops
• Communicate clearly—both in person and in writing (especially for client reports)
• Are empathetic, detail-oriented, and genuinely care about people’s financial well-being

• Lead 1-on-1 financial consultations to help users with budgeting, saving, investing, or debt management
• Be a speaker or panelist in Finku-hosted webinars and financial education sessions (online or offline)
• Create post-session reports that summarize user goals, insights, and actionable advice
• Be a trusted partner in helping users build healthier financial habits

• Hold an active and valid CFP
• Have experience in financial planning or coaching
• Love educating others and feel confident speaking in webinars or workshops
• Communicate clearly—both in person and in writing (especially for client reports)
• Are empathetic, detail-oriented, and genuinely care about people’s financial well-being

• Freelance / Part-Time
• 100% remote – work from anywhere, anytime
• Flexible scheduling for 1-on-1s & webinars
• We handle the bookings, you focus on the impact

• Seniority level
  
  Entry level

• Employment type
  
  Contract

• Job function
  
  Finance and Sales

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